Chuck Royce's LAZ Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 896,328 shares of Lazard, Inc. (LAZ) worth $43.53 M, representing 0.44% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Chuck Royce has maintained this position in LAZ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 62,372 shares. Largest reduction occurred in Q3 2024, reducing 110,100 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Lazard (LAZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lazard (LAZ) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +51,191 | Add 6.06% | 896,328 | $48.56 |
| Q3 2025 | -65,037 | Reduce 7.15% | 845,137 | $52.78 |
| Q2 2025 | +62,372 | Add 7.36% | 910,174 | $47.98 |
| Q1 2025 | -8,111 | Reduce 0.95% | 847,802 | $43.30 |
| Q4 2024 | -60,606 | Reduce 6.61% | 855,913 | $51.48 |
| Q3 2024 | -110,100 | Reduce 10.72% | 916,519 | $50.38 |
| Q2 2024 | +57,746 | Add 5.96% | 1.03 M | $38.18 |
| Q1 2024 | +968,873 | New Buy | 968,873 | $41.87 |
Chuck Royce's Lazard Investment FAQs
Chuck Royce first purchased Lazard, Inc. (LAZ) in Q1 2024, acquiring 968,873 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Lazard, Inc. (LAZ) for 8 quarters since Q1 2024.
Chuck Royce's largest addition to Lazard, Inc. (LAZ) was in Q1 2024, adding 968,873 shares worth $40.57 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 896,328 shares of Lazard, Inc. (LAZ), valued at approximately $43.53 M.
As of the Q4 2025 filing, Lazard, Inc. (LAZ) represents approximately 0.44% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Lazard, Inc. (LAZ) was 1,026,619 shares, as reported at the end of Q2 2024.